ACCREDITED WEALTH MANAGEMENT LLC

LOUISVILLE, Kentucky·2 registered advisors·CRD# 170261
SEC# 801-1234100502-290-1905
01

Firm Overview

AUM
$135M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ACCREDITED WEALTH MANAGEMENT LLC

2 registered advisors
Steven Joseph Giacobbe
LOUISVILLE, Kentucky
William Shawn Clark
LOUISVILLE, Kentucky
05

Office Locations

LOUISVILLE, Kentucky
2 advisors

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Data sourced from SEC Form ADV filings. ACCREDITED WEALTH MANAGEMENT LLC (CRD# 170261) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.